- Service Name
Lifeplan
- Industry
Finance, category: Pension Services, sub-category: Digital Pension Advisory
- Main Value Proposition
Lifeplan offers tailored pension advice that is based on leading financial research, ensuring optimal risk diversification and low fees.
- Description
Lifeplan is an independent digital tool that provides personalized pension advice tailored to the Swedish pension system. It aims to maximize the value development of retirement savings through research-based recommendations.
- Key Features
Research-based and independent advice; Comprehensive advice for your entire pension capital; User-friendly service with proactive updates; Maximization of expected annual returns with suitable risk levels
- Use Cases
Lifeplan is most valuable for individuals looking to optimize their retirement savings, employers seeking to provide pension advice to employees, and anyone needing comprehensive insights into their pension portfolio.
- Competitive advantages
Comprehensive analysis of the entire pension situation; Independence from product sales and commissions; Advanced algorithms for optimal advice
- Strengths
Lifeplan's strengths include its research-based approach, independence, user-friendly interface, and the ability to provide tailored advice that adapts to individual circumstances.
- Positioning
Lifeplan positions itself as a leading digital pension advisor in Sweden, focusing on independence and personalized service.
- Audience
The target users include employees seeking independent pension advice, employers interested in offering pension solutions to their workforce, and individuals planning for retirement.
- CTA
Register for Lifeplan
- Tags
Pension advice
Independent advisory
Digital tools
Retirement planning
- Tagline
Professional advice for your pension
- Tone of Voice
Professional, supportive, informative
- Differentiation
Lifeplan stands out in the Swedish market by providing a holistic analysis of the entire pension portfolio, including public pension, occupational pension, and private savings, without promoting proprietary products or receiving commissions.
- Brand Positioning
Lifeplan's brand identity emphasizes trust, expertise, and a commitment to maximizing retirement savings without conflicts of interest.
- Founded
2007-01-01
- Founders
Evert Carlsson
Karl Erlandzon